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CALAMOS ADVISORS LLC
CRD 105758File 801-29688
APPROVED
Retail clients
Custody
Filing as of Jul 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$43.89B
Top 10% of cohort (national)
Discretionary AUM
$43.89B
Clients
1,957
1,957 accounts
Employees
300
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 29, 1987
- Principal office
- 2020 CALAMOS COURT, NAPERVILLE, IL, 60563-2787
- Phone
- 630-245-7200
- Website
- HTTPS://WWW.CALAMOS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $43.89B
- Discretionary AUM
- $43.89B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,957
- Non-discretionary accounts
- 0
- Total accounts
- 1,957
- AUM per client
- $22.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 70 | $554.9M |
| Insurance companies | 8 | $882.9M |
| Investment companies | 74 | $40.00B |
| Charitable organizations | 24 | $75.9M |
| High net worth individuals | 1,372 | $1.53B |
| Pension and profit sharing plans | 41 | $426.8M |
| State or municipal government entities | 4 | $49.5M |
| Individuals (other than high net worth individuals) | 364 | $369.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 257 | 300 | increased by43 |
| Apr 1, 2026 | Clients | 1,662 | 1,957 | increased by295 |
| Apr 1, 2026 | AUM | $38,184,222,669 | $43,888,328,733 | increased by$5,704,106,064 |
| Apr 1, 2026 | Accounts | 1,662 | 1,957 | increased by295 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 228 | 257 | increased by29 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,387 | 1,662 | increased by275 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $41,993,109,481 | $38,184,222,669 | decreased by$3,808,886,812 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,387 | 1,662 | increased by275 |
| Apr 1, 2022 | Employees | 219 | 228 | increased by9 |
| Apr 1, 2022 | Clients | 1,163 | 1,387 | increased by224 |
| Apr 1, 2022 | AUM | $31,143,220,906 | $41,993,109,481 | increased by$10,849,888,575 |
| Apr 1, 2022 | Accounts | 1,163 | 1,387 | increased by224 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CALAMOS ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CALAMOS ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.